OWNER
CO.
FOR OWNERS BY OWNERS
LEGAL CENTER
Our Website Policies apply to all visitors and users of OwnerCo. Our Service & Application Terms apply when you apply for specific services through our platform. To control how we communicate with you, visit our Manage Your Preferences section.
Legal Center Home

Website Policies

Privacy Policy
Terms of Use
Cookie Notice
Security & Fraud Awareness

Service & Application Terms

Universal Service Application Terms
Credit Authorization & Consent
SMS/Communication Consent

Manage Your Preferences

Email Preferences
At OwnerCo, trust and transparency are at the core of everything we do. We are committed to protecting your information and ensuring every interaction on our platform meets the highest standards of security and integrity.

Universal Service Application Terms

Last Updated July 07, 2025
By indicating your agreement to these terms (for example, by clicking the button where you accept these Terms), you, in your individual capacity, represent and agree to the following. PLEASE NOTE THAT THE BELOW CONTAINS AN ARBITRATION PROVISION, A CLASS ACTION WAIVER, AND A JURY WAIVER. YOU MAY OPT OUT AS SET FORTH BELOW. 1. AUTHORIZATION AND ACCURACY You are authorized on behalf of yourself and the business listed in the application (collectively the "Applicant") to make and submit this application, to submit any accompanying documents, and to provide the consents and authorizations set out below. You are submitting this application to OwnerCo Connect, LLC and to third-party service providers, including but not limited to M&A advisors, lenders, finance companies, business service providers, and/or other third parties that provide business services (collectively "Service Providers"). If this application is approved by a Service Provider, you are authorized to sign any necessary documentation on behalf of the Applicant. Please be advised that some financing products may require a personal guaranty, and some M&A transactions may require personal representations and warranties. All information provided to OwnerCo Connect, LLC and/or Service Providers is accurate and complete, and you will immediately notify us of any change in such information. 2. INFORMATION SHARING AND USE OwnerCo Connect, LLC and Service Providers may rely on the accuracy of the information provided. OwnerCo Connect, LLC may share all information and documents with Service Providers to fulfill Applicant's requests for M&A advisory, lending, growth services, or other business services. OwnerCo Connect, LLC and Service Providers may share information they have about you and Applicant at any time for administrative, marketing, and servicing purposes as permitted by law. Your personal information may be shared with the Applicant as part of any evaluation or underwriting process. You and the Applicant waive and release any claims against any information provider relating to the release of information. 3. ELECTRONIC SIGNATURE AND COMMUNICATIONS CONSENT By accepting these Terms, you consent to conduct business with us electronically. You agree that your electronic acceptance of these Terms, clicking buttons, checking boxes, or using e-signature services constitutes your electronic signature and has the same legal effect as a handwritten signature. You consent to receive all disclosures, notices, agreements, and other communications ("Communications") related to your application and any resulting services electronically. We may deliver Communications via our website, email, or other electronic means. To receive electronic Communications, you must have:
  • Internet access and an email account
  • A device capable of accessing the internet and downloading/viewing PDF files
  • A current web browser (Chrome, Firefox, Safari, or Edge)
You may withdraw consent to electronic Communications at any time by emailing [email protected], though this may result in termination of your application or services. 4. ARBITRATION AGREEMENT In the interest of resolving disputes in the most expedient and cost-effective manner, you and OwnerCo Connect, LLC agree that any dispute arising out of or relating to these Terms or your application shall be resolved through binding individual arbitration, not in court. You and OwnerCo Connect, LLC waive any right to a jury trial and to participate in class actions or class arbitrations. The arbitrator may award relief only to the individual party seeking relief and only to the extent necessary to provide relief warranted by that party's individual claim. Arbitration shall be conducted by the American Arbitration Association (AAA) under its Commercial Arbitration Rules. The arbitration shall take place in Austin, Texas, unless we mutually agree to another location. This arbitration agreement does not preclude you from bringing issues to the attention of federal, state, or local agencies or from seeking injunctive relief in court for intellectual property disputes. 5. OPT-OUT PROCEDURES You may opt out of the arbitration agreement by sending written notice within 30 days of accepting these Terms to: OwnerCo Connect, LLC, Attn: Legal, 111 Sandra Muraida Way, Suite 100, Austin, TX 78703. The opt-out notice must include your name, address, email, and business name. 6. SERVICE-SPECIFIC TERMS Depending on the services you request, additional terms may apply:
  • M&A Services: Service Providers typically represent buyers only and are compensated by buyers
  • Lending Services: Applications may result in credit inquiries; see Credit Authorization
  • Growth Services: Specific terms vary by service provider
7. COMMERCIAL PURPOSE YOU UNDERSTAND THAT THIS IS AN APPLICATION FOR COMMERCIAL SERVICES AND THAT ANY SERVICES, INCLUDING LOANS OR FUNDING, MAY NOT BE USED FOR PERSONAL, FAMILY, OR HOUSEHOLD PURPOSES. 8. INDEMNIFICATION You agree to indemnify and hold harmless OwnerCo Connect, LLC, its affiliates, and Service Providers from any claims, damages, or expenses arising from your breach of these Terms, misrepresentation, or unauthorized use of services. 9. GOVERNING LAW These Terms shall be governed by the laws of Texas without regard to conflict of law principles. If arbitration is deemed unenforceable, exclusive jurisdiction shall be in the courts of Travis County, Texas. 10. CONTACT INFORMATION OwnerCo Connect, LLC 111 Sandra Muraida Way, Suite 100 Austin, TX 78703 Email: [email protected]